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Kevin McCann

@Mid-american Wealth Advisory Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$170.091MTotal holdings43
Assets growth rate6.81%Assets growth rate (2-Q avg)4.26%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mid-american Wealth Advisory Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Mid-american Wealth Advisory Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 170.091M in assets, with a quarterly growth rate of 6.81% and a 2-quarter average growth rate of 4.26%. The portfolio is managed by Kevin McCann, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BILZPimco Etf Tr
Recent Activity
Decreased -15.74%
7.43%
$12.625M
125,223 shares@ $100.82 avg price
JULZListed Fd Tr
Recent Activity
Decreased -9.86%
2.5%
$4.237M
101,811 shares@ $41.62 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -11.05%
2.45%
$4.159M
21,240 shares@ $195.83 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -19.44%
2.38%
$4.036M
68,182 shares@ $59.2 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -18.87%
2.32%
$3.94M
69,662 shares@ $56.57 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -7.91%
2.23%
$3.78M
94,529 shares@ $39.99 avg price
REMIshares Tr
Recent Activity
Decreased -3.65%
2.18%
$3.692M
172,918 shares@ $21.35 avg price
AAPLApple Inc
Recent Activity
Decreased -9.81%
1.7%
$2.891M
11,543 shares@ $250.42 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.94%
1.21%
$2.058M
33,048 shares@ $62.27 avg price
MARZListed Fd Tr
Recent Activity
Decreased -11.07%
1.21%
$2.055M
65,557 shares@ $31.36 avg price